401(k) · DOL Form 5500 · 2022

Orthopedic Care Partners Management LLC 401(k) Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
939
Participants Near avg headcount
93rd
Percentile by assets National rank
$110,786
Avg per participant Below avg balance/head
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Official DOL plan name: Orthopedic Care Partners 401(k) and Profit Sharing Plan · Sponsored by Orthopedic Care Partners Management LLC · Florida · Healthcare & Social Assistance

$104M in assets, 939 participants

Orthopedic Care Partners Management LLC's Orthopedic Care Partners 401(k) and Profit Sharing Plan reported $104M in total assets and 939 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #18,849 in Healthcare & Social Assistance (20,060 peers)

Where Orthopedic Care Partners 401(k) and Profit Sharing Plan sits by assets

Orthopedic Care Partners 401(k) and Profit Sharing Plan sits in the top 10% of all filed plans by assets, $104M for 939 participants (~$110,786/participant), up 53.5% in 2022.

#18,849
in Healthcare & Social Assistance (20,060 peers)
+53.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orthopedic Care Partners 401(k) and Profit Sharing Plan's outsized position by total assets

Orthopedic Care Partners 401(k) and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$104,028,383 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Orthopedic Care Partners 401(k) and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orthopedic Care Partners 401(k) and Profit Sharing Plan sits mid-pack in the medium band (939 participants).

DOL schedule card

Filing strip 823301294 · Orthopedic Care Partners Management LLC PY 2022 · 401(k)

Orthopedic Care Partners 401(k) and Profit Sharing Plan · $104M · 939 · 93rd

  • ASSETS $104M
  • ASSETS 939
  • ASSETS 93rd
  • ASSETS 401(k)
  • ASSETS near Creative Planning Companies Employer Retirement Contribution Plan
  • ASSETS ind #18849

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Florida →

Orthopedic Care Partners 401(k) and Profit Sharing Plan in the asset neighbourhood

Creative Planning Companies Employer Retirement Contribution PlanCreative Planning Companies …$104MHuntsworth Group, Inc. USA 401(k) PlanHuntsworth Group, Inc. USA 4…$104MOrthoalliance 401(k) Plan$104MOrthopedic Care Partners 401(k) and Profit Sharing PlanOrthopedic Care Partners 401…$104MHolston Medical Group Retirement PlanHolston Medical Group Retire…$104M
End-of-year total assets ($M) among Orthopedic Care Partners 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$104M
Net Income-$7M
Employer EIN823301294
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orthopedic Care Partners Management LLC)

Sponsor-wide plan assets over time

All Orthopedic Care Partners Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$161M 54.83376205126633% vs 2022
2024 filing year
$80M$100M$120M$140M$160M$180M 202220232024 $104M $161M ▲ +54.8%
Year Plans Participants Total Assets
2022 1 939 $104M
2023 1 1,389 $131M
2024 1 1,305 $161M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Orthopedic Care Partners 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Orthopedic Care Partners 401(k) and Profit Sharing Plan, Total assets ($B): 0.104028383 · Participants: 939Orthopedic Care Partners 401(k) and Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Orthopedic Care Partners 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Orthopedic Care Partners 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Orthopedic Care Partners 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Creative Planning Companies Employer Retirement Contribution Plan in KS ($104M); by covered participants it is Community Care, Inc. 401(k) Plan in WI (939 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($104M here).

Similar participant headcount

Nearest other-state filings by covered participants (939 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Orthopedic Care Partners 401(k) and Profit Sharing Plan assets move in 2022? ▼
Orthopedic Care Partners 401(k) and Profit Sharing Plan surged - up 53.5% during 2022, from $68M to $104M. Reported net income was -$7M.
How have Orthopedic Care Partners Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orthopedic Care Partners Management LLC's sponsor-wide assets grew 54.8%, from $104M to $161M.
Where does Orthopedic Care Partners 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Orthopedic Care Partners 401(k) and Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Orthopedic Care Partners 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Creative Planning Companies Employer Retirement Contribution Plan in KS ($104M, 1,121 participants).
Which 401(k) plans cover a similar participant headcount to Orthopedic Care Partners 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Community Care, Inc. 401(k) Plan in WI (939 participants, $39M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 823301294.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.